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blood donor recruiting

Managing & Recruiting to Meet Tomorrow’s Needs Today

The way you manage your blood donor recruitment can mean the difference between a life saved and a life lost.

In working with over 40 blood centers over the last 16 years, we’ve found that there are 6 essential strategies and tactics that help you project the future needs of your community. In order to recruit the right type at the right time, you must use:


Join us on August 28th at 2:00 PM EST to learn about these recruitment strategies and tactics to manage and recruit to meet tomorrow’s needs today.

Please register for this webinar by filling out the form here.

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For years blood centers have battled with never having enough inventory.  Then the industry had a surplus.  Now we find ourselves attempting to react to both problems, often in the same month!  How do we, as organizational leaders, create a strategy that is cost effective, flexible to our changing needs, and stable enough to keep us moving forward in the future?

Automated blood donations allow blood centers to collect the most essential components in that moment.  It really is the answer the blood donation industry has searched for.    While many blood centers leave the conversion of donors up to the collections staff at donor sites (which see very few positive results), there is a real opportunity in transporting that responsibility to the tele-recruitment staff.

Over the past 6 years, Incept has developed an automated tele-recruitment strategy with some of our largest clients.  We use a calling strategy that identifies the best time and best donors to achieve the highest impact which we constantly analyze and adjust.  Our recruitment team receives continuous education and development so that they have the tools needed to educate donors on the need and importance of specific donation types and prepares donors for a successful donation.

Using this methodology, Incept has seen dramatically successful results.  As a highlight, we will discuss the success of the campaign since February of 2015 around platelet donations for one of our clients below.

Platelet Donor Recruitment

New platelet donors have always been one of the hardest groups to recruit.  The donation process is longer and a bit more inconvenient for the donor, so when given the quicker opportunity of donating whole blood, most donors will jump at that option.  While none of us would pass up a blood donation of any kind, it is much more beneficial to blood centers and the patients in need to receive a platelet donation compared to a whole blood donation from a less compatible blood type.

In order to assist each blood center in optimizing their inventory based on today’s levels and tomorrow distribution needs, Incept built a strategic campaign for recruiting automated donors using the automation principles in the chart outlined below.  Based on inventory and need, what is offered by blood type could change – daily!


  • Incept has generated 50.87% of this client’s platelet collection goal.
  • Scheduling previous platelet donors for another platelet or platelet combo donation resulted in a front-end conversion rate of 92.34%.
  • By targeting A+ male donors for a platelet donation, Incept has successfully converted 83.52% of the donors spoken to.

What do these results really mean?  The right product, at the right time, and at a lower cost!

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Your tele-recruitment investment may be the most important financial decision you make this year.

In working with over 40 blood centers over the last 16 years, we’ve found that an optimized tele-recruitment strategy can:

  • Save money
  • Deliver the right product at the right time
  • Prevent critical appeals during difficult summer months

Join us on May 21st at 2:00 PM EST for a FREE webinar to learn ways to improve your collections at a lower cost this summer.

Please register for this webinar by filling out the form here.

Let's talk... results


On the new Conversational Quality process, one of the important indicators under conversational skills is personalizing the phone call. Personalizing every phone call is important, because it allows you to build a relationship that encourages the donor to donate again. To begin, personalizing a phone call is something that new Conversational Marketing Experts (CMEs) may struggle with, but there are several things you can add to your phone calls that help enhance the donor’s understanding of the blood bank or the importance of their blood donation to the community.

Personalizing Via Donation History

One of the key ways a CME can personalize a phone call is by looking in the donor’s profile to see how many times they have donated with the blood center in the past. One of the most common facts about donating blood is that every donation can save as many as three lives. When we look at the donor’s profile to see how many donations they have made with the blood center, we are then able to multiply those donations by three and tell the donor that they saved all of those lives with their donations. By telling the donor how many lives they have saved, we are painting a picture of how important their donations are, which will make them want to donate again.

Personalizing Via Rewards

Another way to personalize the phone call is by using the Donor Center’s rewards program to let the donor know how they are able to benefit from the rewards. Look at the donor’s profile, and see how many reward points they have. Then inform the donor about what they are eligible to receive with those points. These rewards are ways to entice donors to come and donate so that the blood center can ensure that the blood supply stays at a safe level thanks to repeat blood donos looking forward to earning rewards.

Personalizing Via Conversation

Not all blood centers have donor profiles to look at. When the blood centers don’t have profiles, it is more difficult to personalize a call. However, if the donor says something about their personal life, this is a great time to connect with them on a deeper level and have a conversation with the donor about their interests. Having a legitimate conversation with the donor makes it easier to ask them for the appointment and makes them more likely to agree to it.

There are many ways to personalize the phone call, but the three examples given above are very effective. Personalizing the phone call is important because it allows us to connect to the donor, and it helps us to inform them so that they are more likely to come in and donate again. Personalizing the call will ultimately benefit both the donor and our company, which is why it is important to always implement it in your phone calls.

How do you personalize your blood donor recruitment calls?

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While on the phones, it’s very easy to be distracted because there is a lot of multitasking that goes into being a Conversational Marketing Expert (CME). However, as a CME, one of your main jobs is to actively listen to what the donor is saying to you. You cannot have a productive conversation with the donor unless you listen to their side of the story. Without listening, you are not having a conversation; you are talking at the donor.

When the donor is speaking to you, it gives you a chance to use active listening to find the tone of their voice and recognize how they are feeling. By determining what tone they have with you, you are able to match it. If the donor is upset or angry, you want to sound calming; if the donor is bubbly and excited, you want to match their excitement. Oftentimes, people make the mistake of not matching the donor’s tone, and it can be a killer to the call. For instance, if a CME sounds too excited and shrill and the donor on the other end sounds sad, the donor would be more likely to hang up.

It is also important to use active listening to truly understand why the donor is either motivated or unmotivated to make a donation. Being a CME can be a difficult task at times because you are busy trying to be one step ahead of the donor. However, if you don’t listen to what the donor is telling you, the way you respond to them could give them a negative view of the donor center, and they might feel like you don’t really care about what they are saying. We want the donors to know that we care about them, so when they are explaining a situation to you, take a moment to truly listen to what they are saying so that you are able to converse with them and give them a genuine response.

Using active listening from the very beginning of a call may be difficult because being a CME means doing a lot of multitasking, but being a Conversational Marketing Expert (CME) also means that we need to have productive conversations that drive meaningful results. Having a productive conversation means listening to the needs and concerns of our donors. If you do not use your active listening skills you could give the donors the wrong impression and, in turn, lose an appointment. So always take the time to pay attention!

How else do you use active listening skills in your blood donor recruitment calls?

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Strategy + Change = HELP!!!

Most of us know that the key to a successful strategy is to stick to it. But how do we stick to a strategy when our industry is changing every day? For years we’ve battled with never having enough inventory. Then the industry had a surplus. Now we find ourselves attempting to react to both problems, often in the same month! How do we, as organizational leaders, create a strategy to recruit donors that is cost-effective, flexible to our changing needs, and stable enough to keep us moving forward in the future?

During Billie’s session, she will discuss what components of blood center strategy need to be evaluated, how to incorporate goals and accountability, how to build a self-correcting reporting system, how to evaluate outcomes, and how to incorporate innovation to ensure a successful today and tomorrow!

Billie Johnson will be speaking at the ADRP Conference in Denver Colorado on April 22nd at 8:30AM. This will be a session you won’t want to miss!

Download the ADRP Conference brochure here.

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The changes facing the blood center industry are significant and are making executive roles more difficult than ever.

You are faced with many challenges, including:

  • Decreasing demand
  • Increased competition
  • Price pressures on every department
  • Patient blood management programs
  • Acquisitions
  • Personnel challenges

Over the last 16 years, Incept has helped over 40 blood centers reduce cost, increase collections, and improve donor relationships. Last year alone, we conducted over 6 million conversations with blood donors and recruited more than 267,552 units, all on a fixed cost-per-donor payment structure. Meaning our clients only pay for a usable unit.

Billie Johnson, Incept’s VP of Client Results, uses her 16 years of experience to develop customized solutions to increase collections and improve donor relationships for each of our clients. Based on her expertise in Donor Center Strategy, we’ve created a monthly webinar series dedicated to helping the blood center industry face new and existing challenges.

We’d like to invite you to a private webinar series hosted by Billie and special guest Dave Walter. On April 16th, they will be sharing industry best practices regarding goals and accountability for tele-recruitment, as well as answering your most pressing questions.

Please register for this webinar by clicking here.

Let's talk... results


In today’s society it is not uncommon to have a busy schedule. So oftentimes when you are on the phones you will have to second-attempt a donor when they explain that they are too busy to donate. When a donor who is too busy to donate agrees to schedule a blood donation, it is imperative that you explain the importance of rescheduling in case they are unable to make it to their appointment.

When a donor schedules an appointment, a spot is saved specifically for them and that spot is considered a promise to a patient who is in need of a transfusion. When the donor doesn’t call to say that they are unable to make it to their appointment, donor centers aren’t able to open that spot for other donors who are interested in giving blood; this is now a loss to the donor center and to patients in need. For this reason, you should inform the donor of their options if they are not able to make it to their appointment.

What exactly are the donor’s options? Well, we are able to give them a reschedule number, and they can call that number to be directed to one of our Conversational Marketing Experts (CMEs) and set up a time that is more convenient for them. If the donor wasn’t able to write down the reschedule number, it’s not a problem. We have the option to send it in a text message reminder that they will get both 24 hours before their donation and 2 hours before their donation. Incept also provides the donor with a reminder call; this is typically done a few days before the donor’s scheduled appointment. It allows the donor the opportunity to reschedule when they get their reminder call.

Letting the donor know how important their blood donation is to a patient in need allows them to understand why they should always reschedule their appointment. When a donor reschedules their appointment, it allows someone else to fill the time slot and it ensures that there will not be a blood shortage in the future.

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What do you do with donors who simply do not answer the phone? Even though you contact them during what is typically the optimum time of day, some donors will not respond to phone calls.

In any 60-day period, if there have been 10 or more unsuccessful attempts to reach a donor, leave a brief, informative message.

Your organization may also consider leaving a pre-recorded message for unresponsive donors.

The automated message should sound like a message from a live person. Using this option can shave 20-30 seconds off each unanswered call.

How do you determine if you are going to leave a message for donors?

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Calling donors in order to get the donation type that is most in need can be done simply if you have the right resources. Your database should be segmented by each donor’s blood type, last three donation types, and gender. If you have the luxury of scripting software and an automatic dialer, the scripter should be able to utilize this data to prompt the dialer to call only qualified donors and to serve an appropriate script to your tele-recruiters.

The logic involved in choosing the donation type may go something like this, depending on current inventory needs:

  • Donors with no previous history of donating either Double Red Cells or Platelets: O-, O+, B-, B+: Recruit for double red cells
    • AB-, AB+, A-: Refer to gender
      • Male: Recruit for platelets
      • Female: Recruit for whole blood
    • A+ or unknown: Recruit for whole blood
  • One of the last three most recent donations was a Double Red Cell donation:
    • AB-, AB+, A-: Refer to gender
      • Male: Recruit for platelets
      • Female: Recruit for double red cells
    • All other blood types: Recruit for double red cells
  • One of the last three most recent donations was a Platelet donation type:
    • O-, O+, B-, B+: Recruit for double red cells
    • All other blood types: Recruit for platelets

Platelet donations take priority over Double Red Cells and Whole Blood except for “O” donors, where Double Red Cells take precedence.

How do you ensure that you’re calling the right donors?

Let's talk... results